Using Navigation List Builder with Dynamics GP · PDF fileUsing Navigation List Builder with...
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Using Navigation List Builder with Dynamics GP Charles Allen Managing Consultant BKD Technologies [email protected]
Transcript of Using Navigation List Builder with Dynamics GP · PDF fileUsing Navigation List Builder with...
Using Navigation List Builder with Dynamics GP Charles Allen Managing Consultant BKD Technologies [email protected]
To Receive CPE Credit
Participate in entire webinar Answer polls when they are provided If viewing this webinar in group
o Complete group attendance form with Title & date of live webinar Your company name Your printed name, signature & email address
o All group attendance sheets must be submitted to [email protected] within 24 hours of live webinar
If all eligibility requirements are met, each participant will be emailed their CPE certificates within 15 business days of live webinar
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Introduction
Charles Allen
Managing Consultant
More than 22 years of experience
Microsoft MVP & MCP
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Learning Objectives
Upon completion of this webinar, participants will be able to
• Recall what Navigation List Builder is
• Define the components of Navigation List Builder
• Explain how to create Navigation Lists
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Agenda
What is Navigation List Builder?
Creating Simple Navigation List
Field Options
Restrictions
Calculated Fields
Report Options
Using Drill Downs
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Polling Question 1
Have you been using Navigation Lists?
Yes
No
Unsure
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What is Navigation List Builder?
Tool to create Navigation Lists
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What is Navigation List Builder?
• What are Navigation Lists?
o Lists of data providing users ability to view information & take action on it
• Why use them?
o See data at glance, more data than SmartList or Inquiries
o Generate reports using selected records
o Drill down on records
o Take action on records
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What is Navigation List Builder?
• Parts of Navigation Lists
• Action Pane
• Filter Area
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What is Navigation List Builder?
• List Area
• Information Pane
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What is Navigation List Builder?
• What can you do with Navigation List Builder?
o Create Navigation Lists using multiple data sources
o Include data from GP tables, SQL Server tables & Extender Resources Add up to 30 tables
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What is Navigation List Builder?
Requirements
SmartList Builder
GP 2010 or higher
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Polling Question 2
How many GP tables can be included?
Less than 10
Greater than or equal to 10 & Less than or equal to 30
Greater than or equal to 30 or more
I don’t know
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Creating Simple List
• Go to Microsoft Dynamics menu >> Tools >> SmartList Builder >> Navigation List Builder
• Enter unique ID & name for list
• Select Navigation Pane where list will be displayed
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Creating Simple List
• Click + sign to add table
• Select Microsoft Dynamics GP Table
• Select Microsoft Dynamics GP as Product
• Select Purchasing as Series
• Select PM Vendor Master File as Table
• Leave Vendor ID as Key Field
• Click Save
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Creating Simple List
• Options for Displaying Fields
o Display - Field will appear as column in list
o Preview - Field will appear in the Information Pane
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Creating Simple List
• Save list
• Click Purchasing button
• Scroll down to see new list & click on it
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Setting Up Preview
• Click Preview button to move fields to different columns for better display
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Multiple Tables
Joined tables
Inner (one-to-one record match between two tables)
Left outer (all records from first table with matching records from joined table)
Matched tables─combine work, open & historical versions
Always pick the many side before the one side
Example - Select Sales Line Items & then add Sales Header
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Creating More Advanced Lists
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Field Options
Used to display data in columns
String formats–SSN, phone number, other
Date formats
Number formats–symbols, decimal places, negative values
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Restrictions
Used for restricting data
Slims down amount of data sent to list
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Calculated Fields
Create additional fields instead of exporting to Excel to create calculations
Use simple expressions, such as “Field1” or “Field2”
Use Transact SQL, such as case statements
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Field Options, Restrictions & Calculation Fields
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Actions
• Enable users to perform tasks related to selected items
• Five Types
o Defined Action - Preset actions available off-the-shelf
o Execute Procedure - Created for developers to use with their applications
o Open Form - Opens GP window
o Open File - Opens file on your system
o Open Web Page - Opens web page
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Using Drill Downs
Used for adding drill-down capabilities to cells in your reports
Can use existing list or create one
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Publishing Excel Reports
Two options for deployment
SharePoint
File Share
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Polling Question 3
Have you worked with File Share or SharePoint previously?
Yes
No
Unsure
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Polling Question 4
Do you have to assign security to lists?
Yes
No
Unsure
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Business Intelligence (BI) Assessment
In effort to help our clients achieve better reporting capabilities, BKD Technologies is offering full-day BI strategy assessment to your organization
We plan to
Come to your office
Review existing BI capabilities & needs
Document gaps/draft BI assessment
Recommend potential options for filling gaps
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Introducing Training Options from BKD
BKD wants to help support your GP solution by offering training opportunities for your organization
Training alternatives will include classroom training in Kansas City area as well as web-based training
Look for these courses coming in 2012
Business Intelligence for Microsoft Dynamics GP
Report Design in Management Reporter 2.0
FRx 6.7 Report Design Essentials 1, FRx 6.7 Report Design Essentials 2
Report Writer
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BKD Technologies Support Center
Microsoft Dynamics GP
877.253.7778 toll free [email protected]
Monday - Friday
8 a.m. - 5 p.m. Central time
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Stay Connected
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dynamicsGPinsights.com
At Dynamics GP Insights
you can read articles,
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conversation! View
videos at
YouTube
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Continuing Professional Education (CPE) Credits
BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The information in BKD webinars is presented by BKD professionals, but applying specific information to your
situation requires careful consideration of facts & circumstances. Consult your BKD advisor before acting
on any matters covered in these webinars.
CPE Credit
This presentation may be eligible for CPE credit verification of participant attendance; however, credits may vary depending on state guidelines
For questions, complaints or comments regarding
CPE credit, email BKD Learning & Development Department at [email protected]
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Charles Allen | Managing Consultant | 713.499.4629 | [email protected]
